We recommend always starting a Batch Upload with the following tips.

Check Securities. Is this an action you can take in ETO? Do you have proper securities to allow you to record/edit/update TouchPoint or Participants?

Start Fresh. Download a fresh template for Batch Uploads. Copy and Paste data without formatting,

Double Check Data. Complete all required fields, duplicate check information, make sure dates are accurate, double check data

Test. Upload 1-2 rows of test data to ensure a proper upload

Upload. We do not recommend uploading over 600 rows at once. Larger files may take longer to process.

1. Check Securities. Is this an action you can take in ETO? Do you have proper securities to allow you to record/edit/update TouchPoint or Participants?
2. Start Fresh. Download a fresh template for Batch Uploads. Copy and Paste data without formatting,
3. Double Check Data. Complete all required fields, duplicate check information, make sure dates are accurate, double check data 
4. Test. Upload 1-2 rows of test data to ensure a proper upload
5. Upload. We do not recommend uploading over 600 rows at once. Larger files may take longer to process.

<a href="https://intercom.help/eto/en/articles/2545622-batch-upload-participant" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Participants</a>

<a href="https://intercom.help/eto/en/articles/3104767-batch-upload-caseload" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Caseload</a>

<a href="https://intercom.help/eto/en/articles/3040828-batch-upload-family-batch-upload" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Families</a>

<a href="https://intercom.help/eto/en/articles/2545624-batch-upload-user-batch-upload-template-data-entry" rel="nofollow noopener noreferrer" target="_blank">Batch Upload User Data</a>

<a href="https://intercom.help/eto/en/articles/2909593-entity-batch-upload" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Entities</a>

Forms: TouchPoints, Referrals, Collections

<a href="https://intercom.help/eto/en/articles/2985245-touchpoint-responses-batch-upload" rel="nofollow noopener noreferrer" target="_blank">Batch Upload TouchPoint Responses </a>

<a href="https://eto-articles.socialsolutions.com/en/articles/6216490-batch-upload-family-touchpoint-response">Batch Upload Family TouchPoint Responses</a>

<a href="https://intercom.help/eto/en/articles/3240115-batch-upload-collections" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Collections</a>

<a href="https://intercom.help/eto/en/articles/3224502-batch-upload-referral-batch-upload" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Referrals</a>

<a href="https://intercom.help/eto/en/articles/3224499-batch-upload-referrals-to-entity" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Referrals to Entities</a>

<a href="https://intercom.help/eto/en/articles/3229626-batch-upload-participant-required-demographics-not-required-legacy" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Participants (Required Demos Not Required)</a>

<a href="https://intercom.help/eto/en/articles/3720449-batch-upload-participant-assessment" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Assessments</a> ​<a href="https://intercom.help/eto/en/articles/3239958-batch-upload-entity-required-attributes-not-required-legacy" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Entity (required attributes not required) (Legacy)</a>

<a href="https://intercom.help/eto/en/articles/6044574-batch-upload-participant-housing" rel="nofollow noopener noreferrer" target="_blank">Batch Upload Participant Housing</a>

<a href="https://intercom.help/eto/en/articles/3240507-batch-upload-tips-and-troubleshooting" rel="nofollow noopener noreferrer" target="_blank">Tips and Troubleshooting</a>

<a href="https://intercom.help/eto/en/articles/2545627-batch-upload-user-batch-upload-error-resolution" rel="nofollow noopener noreferrer" target="_blank">Error Resolution</a>

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Explore our in-depth training resources and watch the webinar(s) for this feature below to get started:

Batch Upload | Main Page

Batch Upload Walkthroughs:

Participants and Families

Entities and Users

Forms: TouchPoints, Referrals, Collections

Legacy (Legacy Uploads and Data)

Helpful Articles

Level up your skills!